Adam Willingale
DipPFS, Cert CII (MP)
After over 14 years building a successful career in senior finance, I’ve chosen to leave the corporate world behind to focus on what matters most — helping people take control of their finances and build the future they want for themselves and their families. With a deep belief that financial advice should be personal, honest, and accessible, I founded this firm to guide individuals, families, and business owners towards lasting security, confidence, and peace of mind.
About
About Wellrock Financial Planning
Wellrock Financial Planning was created with a clear purpose: to provide a more personal, considered approach to managing your money. After years of working in high-level financial roles, I saw first-hand how often people felt disconnected from the advice they were receiving — unsure whether it truly reflected their needs, goals, or values.
Wellrock exists to change that. I believe financial planning should be straightforward, transparent, and rooted in real relationships. My role is to simplify the complexities and offer practical support — whether that’s helping you plan for retirement, make smart investment choices, navigate property decisions, or structure your finances to work harder for you.
Every client is different, and so is the advice I offer. What remains constant is a commitment to clear guidance, delivered with care and integrity. At Wellrock, it’s not about quick fixes — it’s about building long-term trust and helping you move forward with clarity and direction.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/04/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
